See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,424 | $103,376-34.8% | $87,100-22.6% | $152,861-55.9% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.9%+3.1pp | 82.4%-2.4pp |
| Annual return | 20.84% | 28.10%-7.3pp | 28.19%-7.4pp | 345.32%-324.5pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,980 | $4,778+25.2% | $4,049+47.7% | $5,850+2.2% |
| Admin fee / account holder | $787 | $12,205-93.6% | $7,497-89.5% | $11,596-93.2% |